Richard Mcelwee Email & Phone Number

Malvern, Pennsylvania, United States

-Supporting learners by providing them with the resources and best practices critical to successfully passing the SIE, Series 7, Series 63, and Series 66 exams-Fostering a collaborative learning environment by promoting inclusiveness, open communication, and resource leveraging amongst learners and colleagues-Continuously and creatively incorporating Vanguard products and services into the licensing curriculum, where applicable, to provide learners with additional context as to how the material they are studying will be beneficial to their respective roles-Identifying process improvement opportunities and proactively partnering with fellow crew to work toward formulating and implementing solutions that will positively impact the licensing experience for learners and applicable stakeholders

Malvern, Pennsylvania, United States

-Added value for our clients by identifying their needs and providing corresponding solutions of benefit-Served as a liaison between our clients and internal business partners to facilitate seamless client experiences-Uncovered intra and cross-departmental process improvement and enhancement opportunities and worked toward implementing solutions accordingly with the appropriate business lines

Malvern, Pennsylvania

-Met client asset movement and account opening needs by providing consistent, effective, and efficient client experiences-Developed and maintained critical business-line Standard Work documentation, which was adopted by internal business partners as the definitive asset movement notation template resource-Continuously identified internal and external system issues and system enhancement opportunities, and proactively reported and proposed potential solutions for them through the appropriate channels

Malvern, Pennsylvania

-Received the 'Retail Investment Group (RIG) Pacesetter Award' (November 2018) as recognition for routinely going above and beyond for clients and crew-Appointed as the Pennsylvania Personal Investors Digital Ambassador Site Lead, which resulted in a significantly measurable increase in crew acumen, adaptation, and utilization of client digital experience modernization initiatives (auxiliary role; August 2018 - November 2019)-Effectively trained newly hired Retail Services (RS) Investment Professionals which resulted in increased crew preparedness and confidence

Exton, Pennsylvania

-Awarded the ‘2015 Citizen of Excellence,’ for superb sales and service (top 10% company-wide)-Implemented a dedicated, hands-on approach that resulted in continuous revenue growth-Developed a positive and energized work environment that enkindled high employee morale-Contributed to colleague growth with consistent coaching that led to individual and team success-Executed impeccable attention to operational detail; awarded ‘Green Audit’ certificate-Placed a strong emphasis on customer service; consistently surpassed company-wide average scores-Aligned with financial advisors and wealth management teams to strengthen client relationships-Originated personal loans, mortgages, home equity loans and home equity lines of credit-Increased customer base via uncovering significant financial solutions and exceeding client expectations-Medallion stamp certified, wire transfer agent, notary public and ATM/IDM custodian-Level 4 transaction authority limit (up to $2mm)

Exton, Pennsylvania

-Created and implemented inventory control systems to increase workflow efficiency-Issued and documented the distribution of parts and related products based on utilization-Worked with more than 200 vendors and technicians to ensure product information accuracy-Managed multiple department-specific databases

Bachelor Of Science - Bs, Communication

Communications, A.A., Communication, General, 3.69

Activities and Societies: Phi Theta KappaGraduated with high honors (December 20th, 2018).

Honors, Academic